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🚨 Strategy’s Labelled Wallets Hold $40.28B in BTC On-chain data shows that 97% of Strategy’s Bitcoin was identified back in May 2025, making it the first public identification of those holdings $BTC Those labelled wallets now hold $40.28B of Bitcoin on-chain, according to the analysis A further $15.5B is tagged in Fidelity Custody, the same data suggests Together that is roughly 78% of Strategy’s $71.4B BTC today Watch how the rest gets traced next 🐋 $ETH A new battlefield opens! Big Brother Maji heavily bets on ETH long positions, how should we view this move? The latest position leaderboard is revealed, and market attention refocuses on Big Brother Maji: This time, the focus has clearly shifted from BTC, showing a long ETH position worth $93.86 million, currently with an unrealized profit of 542,900 and a return rate of 14.5%. Compared to the entire big list, the signals are even more interesting: - At the top, two heavyweight whale short positions have appeared; the first holding exceeds $200 million with an unrealized loss of -75.3%, the second nearly $100 million also deeply underwater; this indicates a group of funds firmly expecting a pullback, which have been continuously worn down by the market; - At the same time, multiple whales inside the market are simultaneously defending long positions; it’s not one-sided, but a typical intense confrontation between large funds; - Maji’s position cost is 2675.6, current price is 2545.8; although the price has slightly retraced, the overall position still maintains positive returns and has not been disrupted by short-term spikes.Brothers, today $BTC dropped again. Last night it even surged to 85639, but then it fell all the way back, now around 83400, with a volatility of over 2000 points. The bulls and bears are starting to fight again. But let me say something contradictory first: although I currently hold short positions, I still remain bullish. Why? Because the September monthly candle has closed, and looking solely at the monthly structure, I don't see any signal that the bull market has ended yet. As for the weekly structure, my view from a few days ago remains unchanged: as long as the 81500 level is not effectively broken downward, the longer $BTC consolidates, the more likely it is to suddenly surge later. So this current pullback hasn't changed the big picture for me. I even think this bull market can continue to churn for a while longer, possibly extending until December. Of course, I am currently holding short positions, so if it really falls, I will definitely be happy. But if you ask me about the mid-term outlook, I still say: The bull market is not over yet. As long as key supports hold, I remain bullish in October, and I don't rule out Bitcoin surging back to $100,000 later. Short positions are for trading, views are views. #加息预期推迟,9月非农成下一关键 #比特币ETF连续9日流入,ETH转流出 #美债收益率频创新高,长期利率压力未缓解 Leveraged Musical Chairs: When the music stops, whoever has no seat is out October rate hike expectations have eased, tonight's PCE is key. The crypto world today is like leveraged musical chairs—don't ask about bulls or bears, just who loses their seat first. BTC: Two cliffs Below 80516, long positions pile up like a powder keg; breaking through triggers a chain liquidation, bulls collectively wiped out; above 88520, shorts cluster, breaking through sends them queueing for the sky. Price is caught in the middle, like walking a tightrope—one wrong move and it's curtains. ETH: Six hundred million chips on each side Dropping below 2562 means longs get wiped out; passing 2828 sends shorts to the incinerator. Leveraged markets are never about direction, but elimination order—who gets carried off first, who follows. The script was written early Liquidations, stampedes, outages, group chats flooded with "I'm wiped out." Exchange backends counting fees until their hands hurt. Macro isn't idle either Micron's earnings reveal AI storage as a focus; nonfarm payrolls and PCE alternate on the table. Risk appetite reshuffles, crypto never absent, but leverage waits for no one to buckle up. Today's watchlist BTC eyes 80516 and 88520 like a hawk, ETH eyes 2562 and 2828. Today isn't about watching the market, it's about who gets the box lunch first. Purely for fun, don't get too serious—leveraged musical chairs, one wrong step, and it's game over. $BTC $ETH $ZEC #加息预期推迟,9月非农成下一关键 #比特币ETF连续9日流入,ETH转流出 Position is changing, price is not moving: BTC's stalemate and breakout point tonight BTC is still tugging back and forth around $83,000, appearing calm on the surface but with undercurrents stirring beneath. What’s truly worth watching tonight isn’t the short-term ups and downs, but three unresolved questions. 1. Why is it still stuck at 83,000? The price hasn’t left the range, indicating neither bulls nor bears have taken absolute control. The short-term support is at 82,500 below, and the first resistance is at 85,500 above. The market seems to be waiting for a real breakout, not random fluctuations. 2. Has the capital left or not? Open interest in contracts remains near $26.5 billion, with a slight increase in the last 24 hours. Leveraged funds haven’t clearly withdrawn, but new positions haven’t pushed the price out of the consolidation zone either. Positions are accumulating, but the direction is undecided. 3. There’s plenty of trading, so why isn’t the price moving? Futures trading volume is significantly higher than spot, yet BTC remains sideways. The market isn’t lacking trades; it’s lacking the force to shift the balance. High-frequency gaming has replaced trend driving, so the price naturally sticks within the range. The core contradiction is simple: positions are changing, but the price hasn’t made a choice. Tonight, focus on two levels: 85,500 above and 82,500 below. If the range continues to contract, the real directional choice may be getting closer. Coupled with the easing of October rate hike expectations and the arrival of PCE data, the window for a shift might be right ahead. The longer the sideways, the sharper the breakout. Be patient for signals, don’t get caught up in noise. $BTC $ETH $ZEC #交易之声:你的经验值得被听到 #Hackers stole over 12.4 million XRP from dcent wallets The danger is not wallets with large balances, but those that signed early. ▪️ The patch version was released on November 5, 2025, and users were notified to migrate on September 16, 2026, a gap of ten months ▪️ The risk zone is not based on balance: addresses that only received funds have lower risk; only those that have signed (token authorizations, connected to online services) count ▪️ The order of wallets being swept seems more like sorted by creation date, not by balance — the attacker had a pre-prepared list ▪️ One mnemonic controls five chains: Bitcoin, Ethereum, Tron, Stellar all have people losing coins. The vendor has not disclosed amounts nor promised compensation The disagreement is not about whether this wallet is safe, but whether you can judge if you are in the danger zone — the vendor refuses to disclose technical reasons, only saying disclosure would help imitators. The patch was applied in November, and the announcement on the 10th of the same month only mentioned "can manage 100 wallets, can import from mainstream wallets," without a word about security. During these ten months, users had a wallet that would not alert them. Which should come first, patching or notifying?10-year veteran crypto research center $ONDO's recent trend is worth paying attention to ONDO price is currently about $0.51. In the past 30 days, ONDO has risen nearly 50%, but it has pulled back about 4% in the last 7 days. The key point: the price is pulling back, but whales are still active. Latest on-chain tracking data shows that in the past 30 days, whales have had a cumulative net inflow of about $36.14 million ONDO, and in the past 24 hours, whale trading volume has reached 4.5 times the 30-day average. On September 29, there was a net outflow of about $2.84 million ONDO from exchanges. This is not just about looking at the candlestick chart. The RWA line has not disappeared recently; rather, during the price pullback, large funds are still slowly accumulating. Entry: $0.495–$0.515 Take profit: $0.540 / $0.575 / $0.620 / $0.680 / $0.750 Stop loss: $0.465 If ONDO retakes $0.54, I will closely watch whether the subsequent funds continue to expand. "Me, $48, Liquidation Countdown (Season 3: Full Position Cremation)" Family, my master has gone crazy. He really has. Look at this chart, he finally shifted from ZEC to ETH and ZHIPU, but the operation is still the familiar formula: ETH, 100x leverage, long position, entry price 2728.28, current price 2676.31. How much loss? -190.47%. Margin 23.33, unrealized loss 45.31. My master is currently maintaining a margin ratio of 443.33%, sounds high, right? But the liquidation price is 2584.6, if ETH drops another 3.4%, he will be cremated on the spot. ZHIPU, 10x leverage, long position, entry price 92.42, current price 81.49. How much loss? -118.26%. Margin 37.4, unrealized loss 50.16. Liquidation price 63.78, about 22% room left. But the problem is, this coin is called ZHIPU (Zhipu?), my master doesn’t even know what it is, only knows “the name sounds very AI, chase it!” I calculated the total account: Total margin 60.73, total unrealized loss 95.47, realized loss 5.14. Net assets are already negative, all propped up by full position margin. My master is now staring at the screen, muttering: “ETH will rebound, ZHIPU will double, as long as I don’t sell, it’s not a loss.” I’m lying in the corner, looking at ETH’s candlestick, recalling how he shorted ZEC last night and earned 1.56. He spent the whole night, from 1.56 to -95.47. The fastest money-losing record holder in crypto, $48, two hours, from confidence to cremation. I suggest he delete the app, so when he wakes up tomorrow, he can at least fool himself: that $60 wasn’t lost, it’s just temporarily held by the dog whales. #加息预期推迟,9月非农成下一关键 #比特币ETF连续9日流入,ETH转流出 #美债收益率频创新高,长期利率压力未缓解 $BTC $ETH $ZEC Brothers, right now I'm more focused not just on the price movements of BTC or ETH alone, but on the differences in capital flow between the two. The latest data shows that on September 29, the US spot BTC ETF had a net inflow of about $66.2 million, marking the 9th consecutive trading day of net capital inflow; meanwhile, the ETH ETF had a net outflow of about $2.81 million, ending the previous 7 consecutive days of inflows totaling about $850 million. This doesn't mean the market has completely abandoned ETH; it looks more like institutional funds are showing a clear allocation difference between BTC and ETH at this stage. What's even more interesting is that on September 30, the BTC ETF then saw a net outflow of about $149 million, while the ETH ETF further outflowed about $59.6 million. So we can't simply conclude that the capital has completed a long-term shift yet. 🔥 What’s truly worth observing is the relative capital strength between BTC and ETH. If in the coming weeks we see: ➡️ BTC continuously attracting funds ➡️ ETH continuously experiencing redemptions ➡️ ETH/BTC continuing to be under pressure Then the market’s preference difference in asset allocation between the two might become even more pronounced. But if the ETH ETF resumes sustained net inflows, this divergence might just be a short-term rotation. So I won’t rush to conclusions now; first, let's see if the capital flow can sustain, then check if the price and ETH/BTC confirm each other. Currently, the market signals look more like: BT Sideways trading, consolidation, and sharp drops: Which side should the funds take? BTC has fallen back from 87,000, repeatedly tugging between 82,000 and 84,000. Spot buying acts like a buffer, supporting the sharp drop and also indicating that chips are changing hands rather than the trend surrendering. Use it as a base position; scaling back in batches is more composed than chasing the rise. ETH is grinding near 2,650, with short-term resistance at 2,750–2,800. On-chain activity is not cold but lacks volume confirmation. Without volume, just wait; don’t replace signals with speculation. ZEC dropped from 1,700 to 1,400 in two days, nearly a 20% loss, indicating that high-volatility assets are only suitable for small positions to test; heavy positions mean handing over control to emotions. The macro headwinds have not dissipated; interest rates and capital flows still suppress risk appetite, and the three cannot thrive independently. At this time, chasing highs has low cost-effectiveness; position management takes priority over directional judgment. BTC as ballast, ETH waiting for volume, ZEC limiting risk; don’t fall in love with assets if you want to stay at the table. $BTC $ETH $ZEC #加息预期推迟,9月非农成下一关键 #美债收益率频创新高,长期利率压力未缓解 #加息预期推迟,9月非农成下一关键 But on September 29, 2026, in Washington, two AI-related events actually happened simultaneously: In the morning at Mellon Auditorium—America.gov was launched. Trump signed an executive order requiring all agencies to connect their external services to this "unified front door"; Oz demonstrated using AI to handle Medicare on site, Rubio demonstrated online passport processing. On the surface, it was "the government finally becoming a bit more user-friendly," but fundamentally it was about funneling citizen identity, healthcare, social security, and tax flows into the same conversational entry point, with privacy debts deferred. In the afternoon at the White House—tech giants gathered for dinner: Musk, Jensen Huang, Zuckerberg, Pichai, Nadella, Dario Amodei all present. Trump renamed AI "Super Intelligence," and launched his own narrative in the style of the "White House Accord on Super Intelligence": whoever wins super intelligence wins the century. Regulation? He said, "It can't slow down the U.S." So the most surreal part of this is: on one hand, using consumer-grade design to turn the government into a "chat-capable app," and on the other, using geopolitical rhetoric to turn AI into a "new arms race." Gebbia solves the problem of "ugly forms and poor entry points"; the White House solves "who owns the models and who holds the power." #Биткоин : why a strong surge is not yet a reason to buy. $BTC - after such a surge, do you want to jump on the last train? 👀 On the four-hour chart, the rise was accompanied by a volume spike, and now the price is fluctuating below the peak. The interest zone with an upper boundary of 81483 rests on a volume shelf and previous price reversals. 📈 A return to the zone, a buyout, and a candle close above the upper boundary are conditions for a long, with a target of 86234 supported by the volume shelf and local maximum. My plan now is to WAIT "All the bad news is out, who will make the first move in the market?" Core PCE year-on-year at 3.0%, hitting a new low since February; ADP added 90,000 jobs, stronger than expected. The two sets of data conflict, pushing both "rate hikes" and "pause" into the market simultaneously. The 2-year US Treasury yield fell back, bets on an October rate hike cooled, and the September rate hike is temporarily over. US stock futures turned positive, with the Dow and Nasdaq rising, led by AI hardware and storage. The crypto market is more subtle: BTC ETF inflows have continued for nine consecutive weeks, but the daily pace has slowed; ETH ended seven consecutive weeks of inflows, turning to outflows on the first day, making the weekend a short-term indicator. CoinShares shows a net inflow of $3.55 billion across the entire industry last week, a new high for the year, with BTC alone accounting for $2.52 billion and XRP attracting $92.3 million. On-chain, addresses holding over 10,000 BTC increased their holdings by more than 41,000 BTC over ten days, with their share returning to a six-week high. Retail investors are cautious while whales are accumulating; this divergence usually leans bullish. Conclusion: After the bad news has landed, the window for choosing direction opens. But with thin holiday liquidity, volatility can be amplified, so don't get carried away—wait for confirmation. #加息预期推迟,9月非农成下一关键 $BTC stands strong alone, ETH falling behind? The key is whether 86,000 can hold $BTC has surged again, approaching the 86,000 USD mark. What the market truly focuses on is not just whether it can break through, but whether it can hold steady for a week after breaking through. If it does, the crypto space may see a rare wave of warmth in the short term. At the same time, ETH followed the rebound, rising above 2,700 USD, but the momentum is clearly weaker. Compared to BTC's strength, ETH is already struggling around 2,750, and 2,800 seems more like a distant prospect in the short term. The once neck-and-neck "dual core" now seems to be diverging. The underlying logic may lie in the capital flow: BTC spot ETF weekly inflows have hit a near one-year high, with incremental funds more concentrated on Bitcoin; ETH lacks a narrative of the same scale, so its rebound is naturally more passive. If BTC breaks above 86,000 and maintains it, market sentiment is expected to recover, but if ETH continues to lag, a broad-based rally may not come simultaneously. Will the leader dance alone, or will the second-in-command gather strength? The next week is a critical observation window. #BTC现货ETF周流入创近一年新高 Just reviewed Micron's earnings report and organized some key points. $MU Revenue: The consumer segment's share is almost gone. Now it's mainly data centers. The earnings report's long-term orders lock in about a quarter of 30 years' revenue, with a margin of 32 billion and receivables of 150 billion. About 17% is deposits. The current production expansion bottleneck is the lack of clean rooms, but the clean room construction cycle is about 2-3 years, corresponding to storage starting from 2024. It's roughly okay now. The equipment for clean rooms is not very scarce; the shortage is in manpower and time. Physically, the limit is about this time. Also, the data center cycle is 2-3 years, and the current limitation for data centers is the queue for grid connection. This is a physical limit that can't be solved by stories, so although computing power is still lacking, the essence is the inability to get data center grid connection approvals. If the factory building is ready but can't be used, buying chips first doesn't benefit oneself, so locking orders plus queuing for data center grid connection is a win-win. Therefore, the key is to watch the speed of data center grid connection. This is the hardest and requires a 3-5 year queue, during which storage prices can drop before buying. So, in terms of the cycle, it's time to start shorting, although there can still be short-term rebounds, the space is insufficient. But Micron is at least US-based, so still short Hynix. #财报观察员:美光上调指引,存储需求继续走强 汇旺黑钱帝国覆灭:交易所、普通用户与柬埔寨监管的生死考验 汇旺集团的覆灭,是2026年全球反洗钱领域的一个标志性事件。它不仅牵出了巨额黑钱的追缴与抓捕,也对OKX、币安等交易所的合规体系提出了更高要求,更让普通用户面临被牵连的风险。这篇文章,把事件脉络、交易所应对、用户自保和柬埔寨法律后果一次讲清楚。 一、汇旺黑钱追回了吗?抓捕进展如何? 汇旺集团曾被美国财政部金融犯罪执法局指为东南亚诈骗园区及朝鲜黑客处理资金,规模高达至少40亿美元。2026年1月,汇旺负责人李雄在柬埔寨被捕。同年4月,李雄被押解回中国,其柬埔寨国籍也被正式撤销。随着李雄及太子集团创始人陈志的相继归案,这个寄生在Telegram上、规模高达240亿美元的非法市场宣告终结。 但黑钱追回的情况并不乐观。汇旺支付的牌照早已于2024年9月被撤销,法定清算也于2025年6月完成。柬埔寨国家银行明确表示,用户无法追回资金,责任在于运营商,建议通过司法途径解决。涉及申报金额约3100万美元及2000万USDT,但用户资金兑现无门。 二、OKX、币安等交易所怎么应对? 面对日益复杂的洗钱威胁,OKX和币安正在构建更主动的防御体系。$CT just launched, don’t rush to throw away your heads Concrete is a blockchain finance operating system, with its TGE just on September 30. As a new coin, it’s normal to have a small circulating supply, scattered chips, and high volatility. The concept sounds impressive, but there are plenty of similar projects on the market. Whether it can stand out depends on whether the ecosystem can be implemented later; right now, it’s just a pie-in-the-sky stage. Current price is 0.4117, with a 24-hour amplitude of about 40%, quite thrilling. The 1-hour moving averages are sticking together, RSI6 is at 62, SLOPE EMA has turned positive to 25. Short-term looks like it’s catching a breath, but the big bearish candle at 0.4881 above is suppressing it, so the trend hasn’t reversed at all. 24-hour volume is over 90 million U, the volume is not small, but since TGE just finished, airdrop and market maker chips are still smashing each other, selling pressure hasn’t been digested, bulls and bears are fighting fiercely, sentiment is excited yet fragile. The overall market is warming up, but US Treasury yields are still stuck there, so risk appetite is just so-so. Don’t heavily bet on direction with new coins; wait until chips settle down and moving averages flatten before looking for opportunities. Entering now is just giving the dog whales a free trial card. Mainly observe, don’t rush.$ZEC is bearish, the rebound hasn't arrived yet. 4h RSI is 41.6, relatively low; 1h RSI is 43.8, relatively low; MACD is heading down. If looking for an opportunity, wait for the rebound around 1427–1440 before considering. Timing: The zone is relatively low, wait for the rebound to confirm. Window: About 4 to 12 hours (1 to 3 bars of 4h); ends once the downside is reached or invalidated, don't hold stubbornly. Downside target is 1357; if it breaks above 1473, it means this wave's logic is invalid. After invalidation, don't force trades; wait to drop back to EMA55 before reconsidering. Summary: Bearish bias, wait for rebound, not recommended to chase shorts. $LTC LTC is failing to reclaim $68.20 while momentum remains weak around the MA cluster. Fresh data shows positive funding and heavy derivatives activity, while the recent rally was driven strongly by leverage. A rejection below $68.20 keeps the downside setup active. Short setup. Entry: $67.20 - $68.10 TP: $66.20 - $65.10 - $63.80 - $62.00 SL: $69.20The first NEAR spot ETF is listed, but the coin price falls instead of rising? Er Gou advises you not to rush to buy in Brothers, big news for NEAR today: the first spot ETF (NRR) was listed on the NYSE. Net inflow on the first day was 35.5 million, with assets under management at 36 million. On the surface, it looks quite impressive. At the same time, $NEAR reduced token emissions to 1.6%, integrated Claude 5.5, and even intercepted $50 million during the Bitget hacker incident. A cluster of positive news, almost perfect. But! The market is too honest. NEAR’s current price is 5.284, actually down 0.47%. Resistance at 5.50 (SAR suppression) is like an iron lid, support is at 5.05. Why so many positives but no price movement? Er Gou’s translation: expectations were already priced in, the ETF listing is a typical case of “good news turning into bad news upon realization.” Plus, lawyers question the legal risks of address blacklisting, Intents have metadata exposure risks, so funds dare not rush in blindly. Er Gou’s strategy: Don’t chase the price just because it’s "on ETF." The vehicle is too heavy; the dog market makers can’t push it up. Wait for the spot price to pull back near 5.0-5.1 before buying, and control your contracts. All the good news is out; chasing now is just giving money to the main players.Sure, I'll rewrite it into a more natural Chinese trader style and make the ETF data flow smoother: 🥊 $BTC vs $ZEC|Divergence in Capital Flows and Volatility ₿ BTC ~$84K • $85K → +1.2% • $87K → +3.6% • $82K → -2.4% 🟣 ZEC ~$1.4K • $1.50K → +7.1% • $1.60K → +14.3% • $1.30K → -7.1% But the real highlight is here 👀 📊 Clear divergence in capital flows: BTC spot ETFs have seen continuous inflows recently, with a cumulative net inflow of about $3.08B over 9 consecutive trading days from September 17 to 29. (Decrypt⁠) Meanwhile, ZEC spot ETFs experienced a net outflow of $30.25M on September 30 alone, showing a clear reversal in capital flow. (TokenPost⁠) In simple terms: BTC → Institutional capital + liquidity-driven ZEC → High volatility + stronger resilience So what’s worth watching next isn’t just "who gains more," but: 🔥 Who will experience greater price swings in the next market wave? Focus on capital flows, key support and resistance levels, and volume confirmation after breakouts. 10.1 afternoon, brothers, happy National Day BTC sideways, ZEC retreating, is capital starting to "be picky"? The afternoon market is generally weak, no broad rally, capital is selectively defensive. BTC: current price 83,480 (-0.73%) After a morning surge to 85,639, it fell back. Currently, the 1-hour level has broken below the EMA moving average. The dense chip area is above 85,000, with key support at 82,500 below. On the macro side, PCE data was below expectations but provided some boost, yet US Treasury yields continue to suppress. ETH: current price 2,678 (-0.12%) The trend is weaker than BTC, fluctuating around 2,680. 2,747 is short-term strong resistance, and 2,663 is the 24-hour low. Direction is unclear, waiting for BTC to set the rhythm. ZEC: current price 1,405 (-2.52%) Today's main character. After a previous surge, whales took profits (selling 15,000 coins), and the price has retraced from the high of 1,697. High volatility at the top, brutal manipulation, risk outweighs opportunity. BTC is suppressed by macro factors, ETH is directionless, ZEC is retreating at highs. Capital is picky, don't act recklessly. $BTC #加息预期推迟,9月非农成下一关键 When the trend comes, profits come from holding, not from being smart Direction, patience, and bottom chips are all indispensable Despise the bottom, distrust sideways, disbelieve the high, only chase after the end The main force doesn't know when you buy, but the main force knows it keeps rising You will definitely buy The main force doesn't know when you sell, but the main force knows it keeps falling You will definitely sell The real big market always happens when most people have no patience The top is sharp, the bottom is round Rising goes from slow to fast, then to extremely fast; falling goes from fast to slow, then to extremely slow A real trend won't change because of a few days of fluctuations Short-term proves strength, mid-term realizes wealth If your position is gone, you can reopen; if consensus is gone, it's hard to come back A sharp drop kills the price, but what really kills is consensus The hardest part of a bull market is not buying, but holding on The market won't repeat, but human nature definitely will 95% of the time it tortures human nature, 5% of the time it is responsible for realization Being ahead of the market essentially means being ahead of human nature The goal of trading is not to guess the top, but to survive and catch the trend There is no coin that always rises, nor a market that always falls, only human nature that keeps repeating Ethereum co-founder Jeffrey Wilcke previously transferred about 1,500 ETH to Kraken, valued at approximately $6 million at the time. However, it is important to note: transferring to an exchange ≠ selling; on-chain transfers alone cannot directly prove cash-out behavior. Meanwhile, on-chain data shows that at least 15 large wallets cumulatively absorbed about 406,000 ETH within two days, worth approximately $1.6 billion. In other words, the market is showing two completely different signals simultaneously: 🐳 Whale side: continuous accumulation A large amount of ETH is flowing from exchange-related addresses to wallets, indicating that some large funds are reducing liquid chips on exchanges. 📊 ETF side: short-term cooling On September 30, the US spot ETH ETF had a net outflow of about 5,621 ETH in one day, worth about $15.31 million. However, the cumulative net inflow over the past 7 days is still +95,515 ETH, about $260 million, so it currently looks more like a clear slowdown in funds rather than a confirmed trend reversal. ⚙️ There is also new technical catalyst The core direction of the Fusaka upgrade includes improving Ethereum L1 execution capability, with a default block Gas Limit target of 60 million, and optimizations such as adding a single transaction Gas cap. A timing point needs correction: Fusaka is not "mainnet launch only in December 2026"; official information shows the mainnet was activated on December 3, 2025.Trump signed an executive order renaming AI to SI, which seems unrelated to crypto but reminds us that narrative shifts often happen faster than price changes. UNI is currently in such a narrative vacuum. My judgment is sideways with a weak bias, not suitable for chasing longs. The funding rate is only 0.01%, with a position size of 5.678 million, and bullish sentiment is cautious; the 24-hour trading volume is 14.105 million, insufficient to support a breakout, while the order book buy/sell ratio of 1.27 shows buyers slightly dominant. The 1-hour trend is down, the 4-hour trend is up, with short-term oscillation between 8.74 and 9.197. The current price of 8.787 is only 2.92% above the low. I prefer to place a short at 8.815, stop loss at 8.937, target at 8.692; if it pulls back to 8.735, go long with stop loss at 8.661, target at 8.869. Single position size should not exceed 5%, exit immediately if broken, do not hold the position. ——This is only a personal opinion and does not constitute investment advice. Wish you successful trading.—— $UNI#特朗普签署行政令将AI更名为SI #特朗普签署行政令将AI更名为SI $UNI 兄弟们,节日快乐!🇨🇳 这一轮 ETH 的走势其实已经走出了比较清晰的节奏: 2550 → 2680 → 2800 → 回踩 → 2700附近横盘 目前 ETH 价格重新回到 2700美元附近,短线虽然明显降温,但我的整体判断暂时没有转空。 从技术面来看,KDJ 已经从高位回落,MACD 动能也有所减弱,说明前期上涨后的获利盘正在消化。不过价格目前依旧运行在 EMA20 上方,因此我更倾向于把现在理解成上涨后的高位整理,而不是趋势已经反转。 🔥 资金面也有一个值得注意的变化: 9月21日至25日,美国现货 ETH ETF 合计净流入约 6.9亿美元,说明机构资金此前对 ETH 的配置需求仍然存在。与此同时,ETH 质押比例已经升至约 34%,流通中的可交易筹码正在进一步减少。 另外,市场近期也在关注 ETH ETF 的“质押收益”叙事。Fidelity 已向监管机构提交相关方案,计划让其 ETH ETF 增加质押及季度现金分配机制,这可能继续影响机构对 ETH 收益属性的看法。 📌 接下来我重点看两个位置: 第一支撑:$2,620–2,650 这里是短线多空的重要防守区。如果 $CORE Ignored Time Window: Before the Global Bitcoin Ecosystem Explodes, It Is Seizing the "Standard Position" The entire industry is now betting on one big direction: Bitcoin is no longer just a store of value, but will develop a whole set of application layers. However, many have not understood: the track currently lacks a truly unified staking interaction standard. CORE is doing something very ambitious: - Continuously exporting a unified interface compatible with multiple types of wallets, custodians, and node service providers; - Allowing overseas treasuries, asset managers, and enterprises to connect directly to this BTC staking infrastructure without rebuilding technology from scratch; - If enough third parties are willing to develop products based on this standard, it will no longer be just a public chain but become the underlying middleware in the Bitcoin value-added track. The risk is very real: Competitors keep entering the track, leading wallets and large institutions are also developing their own solutions; whether it can secure enough partners and form network effects, the window period is actually limited. It hasn’t already won, but is in an ongoing positioning battle that is not yet finished.Trump renamed AI to SI, which seems like a naming game but actually reinforces the macro narrative of computing power and storage. SKHYNIX, as a core memory stock, directly benefits. I judge the short-term trend to be slightly strong but caution against a pullback. The four-hour level is still in an upward channel, 8.22% above the low point, indicating solid buying on dips; however, the one-hour chart has turned downward, falling 2.77% from the high. The top ten order book buy-sell ratio is 0.94, with 253 sell orders outweighing 239 buy orders. The funding rate is zero, and the open interest is 34,000, showing the bulls are not overheated, so the short-term trend leans toward consolidation and digestion. You can place a long order at the pullback to 1291.5, with a stop loss at 1278.3 and a target of 1347.2; if a volume breakout above 1349.4 fails, then lightly short with a stop loss at 1361.8 and a target of 1302.6. Single position size should not exceed 20%, exit immediately if the position breaks. — This is only a personal opinion and does not constitute investment advice. Wishing you successful trading. — $SKHYNIX#特朗普签署行政令将AI更名为SI #特朗普签署行政令将AI更名为SI $SKHYNIX Nine consecutive days confirmed: −148.7 million officially cut off. The first stop after the cut-off doesn't hold? On Farside as of 9/30: total −148.7MIBIT −9.5 / FBTC −125.6 / BITB −13.6) The nine inflows end here; 10/1 is not confirmed yet, don't speculate prematurely. The market price hasn't made a new low; instead, it surged to about 84418 in the afternoon then retreated to about 83587 — capital cut off, but price first faked a rise then consolidated. My own (not a call): ① End-of-day confirmation ≠ continued selling tomorrow, don't write a crash script based on one day; ② 10/1 not out yet, wait for full confirmation; ③ Move less before non-farm payrolls, on the first day after the cut-off watch the position, not slogans. Public: Farside BTC ETF, OKX mouth. Your view: A wait and see after cut-off / B price hasn't crashed already counted / C wait for 10/1 + non-farm dual verification?$BTC If you heavily invested in altcoins and didn't sell at the peak in April 2023, your assets need to multiply 5 times $ETH to break even, right? #比特币ETF连续9日流入,ETH转流出 $ONE Dear teachers, the current price of ONE is 0.0020628, slightly retreating, entering a correction phase after a previous surge. There are a total of 209 whale samples, with a nominal long-short ratio of 109.15%. Most longs are at a loss, many having chased at high levels, while shorts have some floating profits. After a round of heat subsides, the market lacks upward momentum. The pressure from trapped positions accumulated during the previous surge is considerable, so the short-term trend will mainly be consolidation and grinding. Do not easily assume a big drop means a bottom. Attack level: 0.00237, defense level: 0.00184. ⚠️ Teachers must control their positions carefully, be cautious 现在这条传导链越来越清晰: 🛢️ 原油先动:美伊谈判迟迟没有突破,霍尔木兹海峡供应风险重新成为焦点,布伦特近期一度冲上 $105 附近。 🥇 黄金随后受关注:地缘风险与通胀预期同时升温,避险资金重新寻找防御资产。 📉 纳指承压:油价上涨叠加美债收益率走高,成长股的估值压力明显增加。近期10年期美债收益率一度升至 5.3%附近,30年期也逼近 5.7%。 而 $BTC 现在反而处在一个尴尬的中间位置。 它既没有完全跟随风险资产下跌,也没有因为避险情绪直接走出独立行情,所以最近几天更多表现为 $82K–$85K附近震荡。 这也意味着,一旦油价、美元、美债收益率或地缘局势出现明显方向变化,BTC可能会结束这种低波动状态,迎来更大的波动。 ⚡ $SOL 则更像是在等待资金重新下注。 战争本身不是它唯一的核心变量,真正需要观察的是 ETF资金、杠杆、交易量以及风险偏好是否重新放大。此前美国现货SOL ETF曾出现明显资金流入,9月18日单日净流入达到约 $47.6M,说明机构资金仍然是观察SOL的重要变量。 📌 现在真正值得盯的不是猜方向,而是等待市场给出确认: 油价继续冲高 + 美债收#Tether has frozen nearly $550 million USDT related to Iran this year, indicating that stablecoin compliance tightening is drawing out some gray market liquidity. For high-volatility contracts like CL, short-term sentiment is bearish. I judge the current weak rebound within a downtrend channel, not a trend reversal. Up 3.3% in 24 hours to 92.28, but the 1-hour and 4-hour moving averages still point down, and it has retraced 8.39% from the 4-hour high, showing limited rebound strength. Trading volume is 13.077 million, order book buy/sell ratio is only 0.72, with clear selling pressure dominance. The funding rate is 0.0000% and open interest is 426,000, indicating bulls are not actively adding positions and sentiment is cautious. If the rebound is blocked at 92.63, consider light short positions with stop loss at 93.47 and target at 89.35; if volume breaks through 92.63, go long with stop loss at 91.28 and target at 95.12. Position size should not exceed 20%, and exit decisively if it breaks below 88.86. — This is only a personal opinion and does not constitute investment advice. Wishing you successful trading. — $CL #Iran received a US counterproposal, US-Iran differences remain #Tether has frozen nearly $550 million USDT related to Iran this year $CL The market completed a highly destructive "rapid deleveraging flash crash" between 15:15 and 15:45, instantly wiping out the floating positions that chased the early session up to 2,720.99 USDT. The current price is now stabilizing near 2,681.00 USDT after a pullback; the total open interest (OI) across the network plummeted by over 32,900 ETH (nominal value wiped nearly $88 million), and the 15-minute long-short ratio sharply cooled from 1.58 to a light range of 1.12–1.35. Currently, the account holds 100% cash, and this violent shakeout has just provided a high risk-reward opportunity for a trend trade entry at a low point.$ETH short, 100x leverage. Entry around $2,715, liquidation at $2,753. Just $38 away from losing tomorrow’s rent and food money. I used to wonder how people could gamble their livelihood on leverage. Now I understand the lesson the hard way: never risk money you need to live. #ETH #Crypto #Trading#RateHikeDelayedJobsNext #BTCInflowETHOutflow #USTreasuryYieldsClimb Regulatory clarity rarely arrives as a single statute. The more consequential shift may be whether existing SEC authority can give early-stage issuers a workable path while legislation remains unsettled. The proposed exemptions and disclosure framework point toward a market where compliance becomes part of product design, not an afterthought. That could favor teams built for transparency over speed alone. #SECOnchainFundingRules #ZEC hits a new high in this round, approaching $1700, with privacy sector heat spreading. MMT, as a peer in the same track, only rose slightly by 0.5%, indicating funds have not truly shifted yet. I judge its catch-up potential is still building momentum. Current quote is 0.1879, buyers slightly dominate the order book, the buy-sell strength ratio in the top 10 levels is 1.06, funding rate is only 0.0050%, open interest is 9.251 million, bulls are not overheated, sentiment is cautiously optimistic. Both 1-hour and 4-hour trends are upward, having risen 51.05% from the 4-hour low, short-term upward momentum remains but watch for pullbacks. Strategy: lightly buy on dips near 0.1849, set stop loss at 0.1783, target 0.1929; if volume breaks above this high, add positions, controlling holdings within 20%, strictly manage risk. ——This is only a personal opinion, not investment advice. Wish you successful trading.—— $MMT#ZEC hits a new high in this round, approaching $1700 #ZEC hits a new high in this round, approaching $1700 $MMT BTC is about to experience a 5000-point drop, with open positions as follows: From a technical perspective, the 85000 to 86000 range is a strong resistance zone repeatedly tested previously. BTC previously surged to around 85500, leaving a long upper shadow, indicating heavy selling pressure above and that chasing buyers couldn't hold. The 4-hour RSI has fallen back from the overbought zone, and the MACD momentum bars are shrinking, showing signs of a short-term bearish divergence. If the price cannot hold above 85500, a pullback is highly likely. The first support below is at 83000, and if broken, look to 82000. The news side also does not support a continued rally. PCE data was below expectations, which should be positive, but BTC surged to 85500 and then dropped, indicating the good news has been priced in and buying momentum is insufficient. ETF inflows are slowing, dropping from nearly 1 billion to 66 million in a single day, and ETH ETFs have even turned to net outflows, with institutions pulling back in the short term. Within the Federal Reserve, Kashkari has taken a hawkish stance, saying inflation remains too high and another rate hike may be needed this year. Nonfarm payroll data is about to be released, and the market is reluctant to take heavy positions before the data, showing strong caution. U.S. Treasury yields remain high, and pressure on risk-free assets has not eased. In terms of operations, lightly short around 85188, with stop loss set above 86000. If volume pushes and holds above 86000, it means the bearish logic fails and exit unconditionally. The first target is 83000, and if broken, look to 82000. Position size should be controlled between 10% and 15%, with leverage not exceeding 3x. Avoid heavy positions, set stop losses properly, and wait for the nonfarm data release before deciding the direction. $BTC ZEC hits a new high in this round, approaching $1700, with the privacy sector's heat spilling over, benefiting SNDK accordingly. However, I judge this round of linkage to be driven more by sentiment, so caution is needed when chasing highs. 24h up 2.5% at 1774.7, highest 1797.8, lowest 1721.1, with a turnover of only 421,000, volume is relatively thin. The 4-hour rise is 16.50% from the low, but the 1-hour has turned down, -0.81% from the high, indicating short-term momentum is weakening. Funding rate is zero, open interest 43,000, sentiment neutral; top 10 bids 324, asks 255, bids slightly dominant. Strategy-wise, lightly buy on a pullback to 1738.6, stop loss at 1712.4, target 1793.5; if volume breaks through 1797.8, chase long to 1836.2, stop loss at 1764.8. Single position size controlled within 5%. — This is only a personal opinion and does not constitute investment advice. Wish you smooth trading. — $SNDK#ZEC再创本轮新高,逼近1700美元 #ZEC再创本轮新高,逼近1700美元 $SNDK 9月多数山寨轮番活跃,SOL算是少数始终保持强度的资产之一。真正需要关注的,不是它有没有上涨,而是这份强势能不能继续得到资金确认。 1️⃣ ETF资金仍在流入,但规模并不算大 SOL相关ETF已经连续第5天录得净流入,单日约 $12.6M。金额不算夸张,但连续性值得观察。相比之下,ETH前一交易日出现资金流出,SOL的资金面暂时更稳定。 2️⃣ 横盘结构仍然偏强 SOL过去7天仍有约 +2.8% 的表现,在主流山寨中依旧比较突出。当前价格主要围绕 $118–$124 区间震荡,上方卖压持续存在,但低点也在逐步抬高,说明多空暂时还没有完成方向选择。 3️⃣ 中期催化剂还没有完全兑现 机构资金布局、稳定币以及RWA生态扩张属于相对慢变量,而 Alpenglow 的主网上线预期仍然是后续值得跟踪的事件。短期未必马上带来爆发,但如果资金持续进入,可能为中期叙事提供支撑。 🔎 我的观察重点:$125 如果SOL能够放量站稳 $125,区间上沿可能开始被重新测试;反过来,如果ETF连续流入突然中断,同时价格跌破 $118,那么目前这种“强势横盘”就需要重新评估。 现在最关键的不是追涨,而是观察资Bitcoin ETF has seen inflows for 9 consecutive days while ETH experiences outflows, with funds rotating from mainstream coins to mid- and small-cap targets like KAITO. I lean slightly bullish in the short term but caution against pullbacks. On the four-hour chart, it has rebounded over 23% from the low of 0.3349. Although it retreated to around 0.3446 on the one-hour chart, the top 10 order book shows 53,000 buy orders versus 50,000 sell orders, with buyers slightly dominant; the funding rate at 0.0050% is relatively low, and open interest is 11.16 million, indicating moderate and non-crowded bullish sentiment. Strategically, one can place a long order at 0.3397 with a stop loss at 0.3269 and a target of 0.3713; if it rallies to around 0.3661 and faces resistance, a light short position can be tried with a stop loss at 0.3749 and a target of 0.3481, with a single position not exceeding 10%. ——This is only a personal opinion and does not constitute investment advice. Wishing you smooth trading.—— $KAITO#比特币ETF连续9日流入,ETH转流出 #比特币ETF连续9日流入,ETH转流出 $KAITO That fake breakout in $BTC was one of those moves that could easily catch traders off guard. Price pushed above 85,200 with stronger volume and positive market news, making the breakout look convincing. For anyone chasing a long above 85,000, it was a dangerous setup once the move quickly reversed. The most frustrating part wasn’t just the drop—it was how convincing the breakout looked at first. Volume was there. The news looked supportive. Resistance was broken. Momentum appeared to be buildingIf the new US Senate tax bill ADAPT is implemented, it will suppress institutional entry pace, putting short-term pressure on SOL. I think the news is bearish, but the market has not broken down, so risk control takes priority over bottom fishing. Current SOL price is 117.38, down 0.8% in 24h, falling from a high of 122.77 to around a low of 116.93, with a trading volume of 11.071 million, funding rate only 0.0033%, and open interest at 2.943 million. The sentiment is cautiously balanced between bulls and bears. The 1-hour decline is 5.62% from the high, the 4-hour chart is still rising but 21.26% above the low, order book buy/sell ratio is 1.03, slightly favoring buyers. The short-term key support is at 116.93; if broken, look to 115.2. It is recommended to lightly go long at 117.1 with a stop loss at 115.85 and a target of 121.3; if it rebounds to 121.5, you can reverse to short with a stop loss at 122.9 and a target of 118.2. Single position size should not exceed 5% of total funds, stop loss must be executed, do not hold losing positions. — This is only a personal opinion and does not constitute investment advice. Wish you successful trading. — $SOL #Iran received a US counterproposal, US-Iran differences remain #美参议院提出新加密税收法案ADAPT $SOL As of September 29, the US spot BTC ETF recorded approximately +$66.2 million, maintaining net inflows for the 9th consecutive trading day, with a cumulative fund size of about $3.1 billion over 9 days. However, the single-day inflow has significantly dropped from the peak of nearly $999 million on September 21, indicating that the fund direction remains positive but the inflow pace is cooling down. In other words, what deserves more attention now is not the "9 consecutive positive days" figure, but whether institutional allocation preference still maintains a positive value. On the other hand, after the ETH ETF attracted about $850 million over 7 consecutive days, there was a net outflow of approximately $2.8 million on September 29, which seems more like a temporary cooldown and is currently insufficient to define a trend reversal on its own. 📊 The current fund situation can be viewed as follows: - 🟢 BTC: 9 consecutive days of net inflows, but the fund inflow speed has clearly slowed down - 🟡 ETH: first slight negative after 7 days of inflows, currently in an observation phase - ⚠️ The truly important point is: as ETF inflow speed continues to decline, will the fund gap between BTC and ETH further widen? Meanwhile, the US 10-year Treasury yield in September hit its largest monthly increase since 2022, and rising energy prices have also heightened market concerns about the duration of high interest rates. This means that although ETF funds are still flowing in, the macro environment is not easy. Therefore, going forward, don't just focus on "net inflow or net outflow"; more attention should be paid to the speed and duration of fund inflows, as well as whether BTC price can continue to hold key support when fund inflows cool down. US SEC Chairman Atkins is pushing for clearer rules on on-chain fundraising, which is a medium-term positive for decentralized trading protocols like SLX, but short-term sentiment has not yet been ignited. I judge that a rebound still requires confirmation from the market. SLX current price is 0.06248, down 1.6% in 24 hours, with a trading volume of 5.2 million. The hourly chart is weakening, down 13.1% from the high, but the four-hour chart is still in an uptrend, up 7.71% from the low. The order book buy/sell ratio is 0.96, with selling pressure slightly dominant. The funding rate is 0.0081%, slightly positive, with open interest at 29.945 million, showing some loosening among bulls. In terms of operation, buy on a pullback to 0.05985, stop loss at 0.05722, target 0.06525; if there is a volume breakout above 0.06480, you can lightly chase longs with a stop loss at 0.06215. Keep position size within 20%, and decisively exit if the position breaks down. — This is only a personal opinion and does not constitute investment advice. Wish you smooth trading. — $SLX#SEC主席Atkins称将推进链上募资规则明确化 #SEC主席Atkins称将推进链上募资规则明确化 $SLX The National Day market is expected to remain stable. Both BTC and ETH are the same. Others, like ZEC, a strong manipulated coin, are uncertain. BTC currently at 83572 24-hour slight drop of 0.67% Market is fluctuating within a narrow range. Main forces entering, retail investors exiting Net inflow on the 1st +1111 BTC. Large orders net inflow about 1104 BTC Main forces clearly showing signs of buying on dips. Now 84000 is a short-term strong resistance, 83000 is the key support. Waiting for direction. Short-term expected to fluctuate between 83000-84500. If it breaks below 83000, look at 82000. If volume increases and it stabilizes above 84000, it is likely to test 85650 again. Spot can follow the main forces to buy on dips. SEC Chairman Atkins stated that efforts will be made to clarify on-chain fundraising rules, which directly benefits the compliance narrative of the Ethereum ecosystem. I believe the short-term sentiment for ETH is slightly bullish, but the willingness of funds to chase higher prices is limited. The current price is 2677.55, with a slight 0.2% increase in 24 hours, overall consolidating at a high level with intensified long-short battles. The order book's top ten levels show a buy-sell ratio of 0.97, with sellers slightly dominant. The funding rate is only 0.0079%, and open interest is 572,000, indicating that long leverage is not crowded. There is still an 11.95% space from the 4-hour low, the upward structure remains intact, but the 1-hour price has pulled back 2.12% from the high, showing weakening short-term momentum. If it stabilizes near 2663.48 on a pullback, a light long position can be tried, with a stop loss set at 2651.32 and a target of 2728.65; position size should be controlled within 20%, and decisively exit if support is broken. ——This is only a personal opinion and does not constitute investment advice. Wishing you successful trading.—— $ETH#SEC主席Atkins称将推进链上募资规则明确化 #SEC主席Atkins称将推进链上募资规则明确化 $ETH The Federal Reserve said no more rate hikes, so why are my three positions still completely wiped out? Who understands? Yesterday I saw the Fed say, "Although we just raised rates, we don't plan to be aggressive anymore." I immediately thought, isn't this good news? Shouldn't BTC just take off? But after waiting all day, $BTC was dead as a doornail, stuck at 83000 without moving. Meanwhile, my three positions were "moving" very actively: $SOON short position (added more): went from losing 155% to losing 185%. Honestly, I now suspect SOON is specifically monitoring my positions. Every time I add more, it jumps even more. So my adding is just boosting it? USELESS long position: down 92.5%, just 7.5% away from zero. Honestly, the coin's name is spot on—useless, really useless. Since opening the position, it hasn't been in the green even once. $ONE long position: went from making 18% straight down to losing 2.25%. So the little profit I made before didn’t even last a day before it was given back. Honestly, now with these three positions, one short is losing, one long is almost zeroed out, and one long went from profit to loss. So my positions are a textbook "total wipeout"? What's most frustrating? The Fed said no more aggressive rate hikes, such big good news, yet the market didn’t react. So the market no longer buys what the Fed says? I’m not stressing about it now, just holding and watching. Anyway, all are light positions, so even if it drops more, the loss won’t be much. Just waiting for Friday’s non-farm payroll data to see if it goes up or down. Hope this time it gives me a good result, so I’m not a "human inverse indicator" anymore. After all, I’ve endured so long, it can’t keep losing like this forever, right?"TAO daily chart shows stagnation, a pullback is actually better for trading Current TAO price is 301.4, funding rate peaks at 0.01% Daily candle is a bullish candle with an upper shadow, high 310 low 297, volume 6592 This volume has shrunk compared to previous days, indicating some selling above 300 4-hour chart is tighter, 302 resistance holds, 300 support repeatedly tested But on the 29th, volume surged past 310, the bullish structure remains intact Daily support is at 297; breaking below this will invalidate the range My approach is to lightly buy 10% near 297, stop loss at 292 First target is 310, add another 10% if broken, second target 319 Risk-reward ratio is close to 2.5, good value Breaking below 292 means funds are retreating, don't hold on $TAO $BTC #TAO #strategy If the new tax bill ADAPT proposed by the US Senate is implemented, compliance costs may rise and suppress altcoin sentiment. WLD is under short-term pressure, and I lean bearish on the rebound. The current price is 0.5206, up 3.7% in 24h but with a downward trend in the last hour, retreating nearly 10% from the high. Although it rose in the last 4 hours, the momentum appears weak; 0.4949 is the recent low support, and 0.5712 is the resistance above. The buy-sell ratio on the order book is 0.75, with selling pressure dominant. The funding rate is only 0.01%, and open interest is 69.058 million, indicating a cold bullish sentiment. In terms of operation, lightly short near 0.5385 on the rebound, stop loss at 0.5555, target 0.4965; if it pulls back to 0.4965, go long, stop loss at 0.4835, target 0.5285. Total position no more than 20%, single trade stop loss no more than 1.5% of principal, strictly disciplined. — This is only a personal opinion and does not constitute investment advice. Wish you successful trading. — $WLD #Iran received a US counterproposal, US-Iran differences remain #美参议院提出新加密税收法案ADAPT $WLD